How do I enter an IRA Rollover which was fully distributed from one bank and rolled over into a different bank within the 60 day period?

posted

1 Best answer

Accepted Solutions

How do I enter an IRA Rollover which was fully distributed from one bank and rolled over into a different bank within the 60 day period?

This will be entered in the 1099R section.

Federal
Income
Retirement & Social Security
IRA, 401(k), Pension Plans (1099R)...start
When it asks "what did you do with this money?...check moved to another account
You will have 3 choices...the first is probably what you should select

View solution in original post

1 Reply

How do I enter an IRA Rollover which was fully distributed from one bank and rolled over into a different bank within the 60 day period?

This will be entered in the 1099R section.

Federal
Income
Retirement & Social Security
IRA, 401(k), Pension Plans (1099R)...start
When it asks "what did you do with this money?...check moved to another account
You will have 3 choices...the first is probably what you should select

Still have questions?

v